IHS Markit has partnered with appScatter Group, the intelligent app management platform to produce this report. appScatter provides IHS Markit with country-level mobile apps data to support analysis of the mobile games market, mobile games companies and title performance from its Priori Data, enabling us to deliver deeper insight into these market opportunities.

Tencent is the first games company in China to introduce compulsory real-ID verification and face recognition processes to its games, for Honor of Kings (to be extended to other titles in the near future), to further limit the ways in which its games can be accessed by minors.

Nexon maintains its lead in Q3 2018, growing to capture a 66% share of the entire PC games business in South Korea. This was due to consistently strong performance from Dungeon & Fighter (DNF) in China, driven by the introduction of new in-game events, the revenue from which will be weighted more to Q4.

2019 CES was a showcase of the latest in TV technologies as usual, from roll-up OLED TVs that disappear into a soundbar when not in use, to microLED displays and a plethora of 8K TVs. Apple even made an appearance in CES TV news, albeit indirectly.
TVs remain one of the most important categories at CES. IHS Markit TV market analysts Paul Gagnon and Bing Zhang were in attendance to capture all the insights, presented in the attached special report.

2019 CES was a showcase of the latest in TV technologies as usual, from roll-up OLED TVs that disappear into a soundbar when not in use, to microLED displays and a plethora of 8K TVs. Apple even made an appearance in CES TV news, albeit indirectly.
TVs remain one of the most important categories at CES. IHS Markit TV market analysts Paul Gagnon and Bing Zhang were in attendance to capture all the insights, presented in the attached special report.

Taiwan is one of the fastest-growing gaming markets in the world, albeit of a relatively small population. We expect this growth will stem from the mobile segment rather than the traditional PC-online games market.

Chinese Double 11 (Single’s Day) is an online promotional holiday held on 11/11. It was originally conceived of as a holiday to celebrate people who are proud to be single, but has transitioned into the largest online e-commerce shopping holiday of the year. 2018 is the 10th anniversary of double 11.

Tencent posted total revenue of RMB 80.6billion ($11.7million) for the third quarter with a yearly growth of 24%. Advertising, cloud service and video subscriptions have become Tencent’s main revenue growth driver while its games business suffered revenue loss under stricter regulations by authorities in mainland China to limit negative impact on children.

Major publishers were affected by seasonality and lacked any new releases to spur growth in Q2, resulting in stagnant performances, or even declines. Nexon maintained its lead, capturing 56% of the whole PC games business mainly due to underwhelming performance from its competitors.

Blizzard announced at last week's Blizzon event that it will partner NetEase to develop Diablo Immortal, a mobile massively-multiplayer RPG based on the Diablo IP for Android and iOS devices. Despite the availability of Hearthstone across PC and mobile platforms, this is Blizzard’s first game designed exclusively for mobile devices. The company confirmed that Diablo Immortal features new storylines that connect the end of Diablo 2 and the beginning of Diablo 3, and will include iconic Diablo character classes.

Chinese smartphone maker Xiaomi entered the TV business in 2017, and has grown rapidly, rising to #1 in total unit shipments in China during Q2'18. This rapid rise is just the latest in a series of disruptive TV market buildups in China, most of which have been unsustainable so far. LeTV in 2016 and Sharp in 2017 both experienced very strong growth based on disruptive pricing, and in the case of LeTV, focusing on e-commerce channels and content bundling. LeTV suffered financial problems and dropped substantially in 2017, while Sharp has not been able to sustain the aggressive price promotion needed to maintain share. Now Xiaomi is try to succeed where others have failed. This special report analyzes this top storyline from China.

Tencent announced it will shut down its Everyday Texas Hold’em poker game on September 25 and start to issue refunds to players or convert the in-game currency to other Tencent games. The company’s spokesperson suggested that the move was aimed at diverting more resources to other games in its pipeline rather than a response to the intensifying government policy on online games industry.

IFA is the main CE show for Europe, with a very wide range of products on show. In recent years it has introduced white goods and these now account easily for a third of the show.
Typically, retailers use IFA to decide their stocks for the peak selling season in the run-up to Christmas. Black Friday has appeared in recent years even though Thanksgiving is meaningless in Europe and not observed as a festival or holiday.
Buyers from the Middle East and Africa are also present and the show is important for their regions too.
Unusually, ordinary people are able to visit for €17.50.
Recent years have seen TV products de-emphasised as the business has matured and the market moved to a global timetable.
Samsung, LGE and Panasonic now have heavy coverage of home appliances on their booths.
2018 saw the launch by Samsung of its 8K TV range.
Products will ship in October 2018 in Europe and North America.
With the strong emphasis on OLED, a casual observer would have been surprised to discover that LCD accounts for 96% of TV shipments and 86% of revenues in Western Europe.

For journalists who follow the latest news and trends in consumer electronics, IHS Markit analysts will be available for commentary ahead of and onsite at IFA 2018 in Berlin, Germany, from August 31 to September 5, 2018.

The Chinese PC online-gaming market experienced a minor yearly increase of 3.2% in 2017, and that growth was entirely driven by Tencent’s legacy titles and Kingsoft’s JX 3 series. The PC games business of other major publishers suffered significant decline. PUBG, meanwhile managed to sell 17 million copies in China via Steam even before the game had been officially launched in the country, highlighting how battle-royale games have replaced MOBA in terms of market attention and industry investment.